As a senior tax associate, you will work directly with the tax team and wealth management teams to deliver personal, Fiduciary, S-Corporation, partnership, private foundation and gift tax returns. The successful senior tax associate will be a tax enthusiast, thoughtful listener, have a strong team mentality, and be driven to grow professionally and personally.
Responsibilities
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Build and maintain client relationships aimed at client retention; support clients as it relates to planning, projects and compliance requirements
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Prepare tax returns, quarterly and annual income tax projections, estimated tax vouchers, extension forms and all related work papers and financial statements
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Maintain client paper files and electronic data files in a timely manner; compile quarterly asset values for billing, journals, transfers, invoicing, annuity fees, commission fees and collection consulting fees
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Review activities within the job scope for sufficient controls to prevent errors, fraud and misstatements of financial results
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Attend and participate in learning opportunities through client meetings, associate meetings and internal resources made available through compliance, practice management, etc.
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Respond to inquiries from the IRS and other taxing authorities, research supervised technical matters for complex tax needs and updates to regulations
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Present complete, timely and accurate client deliverables
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Compliance to the Firm’s quality control standards
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Additional projects, furthering the service of clients, as needed
Qualifications
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Bachelor’s degree, Accounting
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3+ years of related experience
Skills and Knowledge
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Proficiency in Microsoft Office including Word, Outlook, and Excel
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Familiarity with tax software programs
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Positive attitude toward client relations to provide exceptional, proactive client service
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Demonstrated ability to manage multiple tasks and maintain the necessary attention to detail
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Highly organized with strong analytical skills, creative problem solving and strong research capabilities
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Ability to work on a team while maintaining a high level of responsibility and accountability to individual projects and tasks
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Able to manage conflicting priorities, deadline-based tasks and simultaneous projects
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Clear communicator with strong interpersonal writing & presentation skills
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About the company
We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.
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